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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,553 | $45,872+66.9% | $77,100-0.7% | $68,490+11.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.61% | 1.73%-19.3pp | 42.35%-60.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,378 | $1,650-16.4% | $2,815-51.0% | $2,597-46.9% |
| Participant deferral / active EE | $7,085 | $2,963+139.1% | $4,430+59.9% | $4,028+75.9% |
| Admin fee / account holder | $851 | $3,041-72.0% | $5,443-84.4% | $5,403-84.2% |